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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,536 | $108,212-84.7% | $77,513-78.7% | $158,966-89.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 25.97% | 31.67%-5.7pp | 54.81%-28.8pp | 302.95%-277.0pp |
| Employer contribution / active EE | $348 | $1,325-73.7% | $987-64.7% | $4,762-92.7% |
| Participant deferral / active EE | $1,622 | $2,455-33.9% | $1,861-12.8% | $5,983-72.9% |
| Admin fee / account holder | $17 | $3,709-99.6% | $2,859-99.4% | $11,250-99.9% |